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Medtronic

2,076 hedge funds and large institutions have $95.7B invested in Medtronic in 2024 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 934 increasing their positions, 730 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 730

20% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 146

4% more capital invested

Capital invested by funds: $91.8B → $95.7B (+$3.91B)

0% more funds holding

Funds holding: 2,0752,076 (+1)

1.05% less ownership

Funds ownership: 83.76%82.71% (-1.1%)

3% less funds holding in top 10

Funds holding in top 10: 3231 (-1)

17% less call options, than puts

Call options by funds: $643M | Put options by funds: $778M

Holders
2,076
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
29.9%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.45%
New
175
Increased
934
Reduced
730
Closed
146
Calls
$643M
Puts
$778M
Net Calls
-$135M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
1301
Avantax Planning Partners
Iowa
$693K +$166K +1,943 +32%
SWM
1302
Salvus Wealth Management
New Jersey
$693K
LIM
1303
Loudon Investment Management
New Hampshire
$692K -$10.7K -125 -2%
SF
1304
Summit Financial
New Jersey
$690K +$38K +445 +6%
GEA
1305
Glen Eagle Advisors
New Jersey
$690K -$9.3K -109 -1%
GCC
1306
Game Creek Capital
Massachusetts
$686K +$139K +1,625 +26%
EWM
1307
Empirical Wealth Management
Washington
$686K +$189K +2,211 +39%
RGC
1308
Roberts, Glore & Co
Illinois
$686K -$18.8K -220 -3%
FI
1309
Financial Insights
Washington
$682K -$124K -1,448 -16%
HAIM
1310
Hunter Associates Investment Management
Pennsylvania
$680K
GC
1311
Gratus Capital
Georgia
$679K +$389K +4,563 +141%
SIM
1312
Studio Investment Management
Illinois
$679K +$185K +2,171 +39%
NFG
1313
Nations Financial Group
Iowa
$678K -$1.17M -13,732 -64%
NF
1314
Nvest Financial
New Hampshire
$677K +$99.9K +1,171 +18%
MC
1315
Martin & Co
Tennessee
$674K -$17.3K -203 -3%
PWAM
1316
Pinnacle West Asset Management
Wyoming
$674K +$2.99K +35 +0.5%
WCM
1317
Winthrop Capital Management
Indiana
$674K +$8.11K +95 +1%
FFBTD
1318
First Financial Bank - Trust Division
Ohio
$674K -$8.53K -100 -1%
JPWM
1319
Jamison Private Wealth Management
Georgia
$673K +$54.2K +635 +9%
BHPW
1320
Beverly Hills Private Wealth
California
$673K +$75.4K +884 +13%
UWM
1321
USAdvisors Wealth Management
Minnesota
$670K +$2.73K +32 +0.4%
AWM
1322
AE Wealth Management
Kansas
$669K -$11.4M -133,825 -95%
VHAM
1323
Van Hulzen Asset Management
California
$666K +$84.2K +987 +15%
WEG
1324
World Equity Group
Illinois
$659K +$40.5K +475 +7%
CBNLCF
1325
Cognios Beta Neutral Large Cap Fund
Kansas
$657K

MDT Hedge Fund Activity: Q1 2024 in Review

2,076 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Medtronic (MDT) for Q1 2024, worth a combined $95.7B — up 4.3% from $91.8B a quarter earlier.

Buyers outnumbered sellers: 175 funds opened new MDT positions and 146 closed out — a net gain of 29 holders — while 934 added to existing stakes and 730 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $533M. The largest seller was Morgan Stanley, cutting an estimated $1.67B.

  • 2,076 institutional investors held Medtronic (MDT) as of Q1 2024, up from 2,075 in Q4 2023.
  • Funds reported $95.7B of Medtronic stock for Q1 2024, up 4.3% quarter-over-quarter.
  • 175 funds opened new Medtronic positions in Q1 2024 and 146 closed out, a net change of +29 holders.
  • The largest Medtronic buyer in Q1 2024 was JP Morgan Chase, an estimated $533M added.
  • The largest Medtronic seller in Q1 2024 was Morgan Stanley, an estimated $1.67B sold.

Based on aggregated 13F filings for Q1 2024.